🎙️ 3 Tax Planning Strategies to Consider Before Year-End | Living Richly with Curo | 79

In this episode of Living Richly with Curo, Anne and Atricia discuss proactive year-end tax strategies to consider before 2026 arrives. They explore key concepts including harvesting capital gains and losses, maximizing retirement contributions, and the benefits of Roth IRA conversions.

Here's what they cover 👇

📅 Important deadlines to implement tax strategies for 2025
📉 How harvesting investment losses can offset gains
🟢 Taking advantage of 0% capital gains rates in lower income years
💼 Maximizing 401(k) and retirement plan contributions before year-end
🔄 Key considerations and benefits of Roth IRA conversions
🏛️ Highlights of recent tax law changes impacting deductions
🎁 Bonus tip on charitable giving before new 2026 deduction rules
🧮 Why working with a trusted financial professional is important

Stay informed on these strategies to help navigate tax planning efficiently as the year closes out. Tune in for practical insights to consider with your financial goals.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

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📌 Related Terms:

tax strategies, capital losses, capital gains, Roth IRA conversion, retirement contributions, 401k max contribution, standard deduction, tax law changes, charitable deductions, year-end tax planning, taxable income, required minimum distribution, tax brackets, state and local tax deduction, harvesting gains, harvesting losses, financial advisor, tax preparation, IRS, Medicare premiums

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⏱️ Timestamps:

00:00 Introduction
03:48 One Big Beautiful Bill Highlights
06:53 Tip 1: Harvesting Capital Gains and Losses
10:42 Tip 2: Retirement Plan Contributions
12:32 Tip 3: Roth IRA Conversions
14:55 Bonus Tip: Upcoming Charitable Deduction Changes
18:17 Closing Thoughts